APPLICATION: PTM Vision/Utilities

PROBLEM SUMMARY:  The Utilities Menu in PTM Vision has been modified. 

• Some Utilities have been removed that were no longer needed or in use. 

• Additionally, some Utility menu selections have been password protected and are now only accessible by the Pluss Technical Support Staff

• No changes to the functionality of the Utility menu have been made

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

***Obsolete Utility Menu Items***

1. A. Menu Privileges

2. C. Command Prompt

3. E. Program Configuration

4. H. Advanced Diagnostics

5. K. File Utilities/J. Set Demo

6. K. File Utilities/G. Restore Memory

7. O. Support

8. Q. Connect Pluss Support

***Utility Menu Items Only Accessible by Pluss Technical Support Staff***

1. F. Scheme Control

2. G. Convert From Esii

3. K. File Utilities/A. Reconstruct Index From 1 Data File

4. K. File Utilities/B. Reconstruct Index From All Data Files

5. K. File Utilities/C. Delete Records From A Data File

6. K. File Utilities/D. Delete Records From All Data Files

7. K. File Utilities/E. Flush Bad Data from A File

8. K. File Utilities/I. Flush Bad Data from 1 Field

9. K. File Utilities/K. Data File Utilities

10. K. File Utilities/M. Go Live Utilities

11. K. File Utilities/O. Verify Indexes

12. K. File Utilities/P. Check Deleted Records

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=utilities_menu

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When in the Customer file and F10. Search is selected, an error occurs when Shift + Backspace key is pressed

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search

4. Click in the Search field

5. Select the Shift key + the Backspace key

   1. Verify no error occurs

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=customer_files

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When adding a part to an invoice from history, at times, it displays CLOSED at the top of the order

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Sales order tab

4. Enter Customer account number

5. Select Ctrl+H - Order History

6. Select Yes to the dialog that states "Limit history to this customer only?"

7. Line up on a Part and select F11. Return

   1. Verify when returned to the order, CLOSED is not displayed at the top of the orders window

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=d__history_-_sales

APPLICATION: PTM Vision/Utilities Menu

PROBLEM SUMMARY:  Utilities Menu: Sales tax menu has two Menu Options set to the letter ‘A’, as well as to ‘I’ Options

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select J. Sales Tax/Inventory Qtys/Update Notes/Invoicing Options

5. On the Options Menu, verify there are no duplicated letter Options on the Menu

   1. Specifically, there was duplicated 'A' options and duplicated 'L'

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=utilities_menu

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When closing an order, there was a chance that Labor could be removed causing totals to be incorrect

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a Labor operation

7. Assign Hours to the Labor operation

   1. Note: This can be done directly from the Work order or from the Time Clock

8. In the Input field, enter a Part assigned to the Labor operation

9. Select Alt+F7. Print Bill and Close

10. Are you sure you want to Print and Bill this Order?

11. Once the Order has been closed, verify the Labor Subtotal has not been lost

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=selling_labor_on_a_work_order

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Customer with cash terms and 1.00 credit limit that should not be able to be charged to is now a receivable customer with a charge on file

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

1. Access PTM Vision

2. Select C. Customer File

3. Select F2. New

4. Enter Customer account information

5. Set the Terms to C(ash)

6. Set the Customer Credit limit to $1.00

7. Select F4. Edit to create the Customer

8. Exit the Customer file

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Select F10. Search and select the Customer created above

5. In the Input field, enter a stocking part with quantity in stock

6. Select Alt+F7. Print Bill and Close

7. Select F. Bill to Account

8. Select Enter when the Search window is shown

   1. Do not change the customer and verify a dialog is shown that states "XXXX XXXXX is not setup for receivables. Please select another customer or make adjustments to the select customer account"

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=customer_files

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When using the @ Memo and setting up a Template, using the Hotkey symbols causes the Template to not work and an error to occur

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New Inventory Item

4. Enter in a Part Description, Qty, Min/Max, Vendor, a Memo of @, and a Cost

5. Select Ctrl + T to access the Template Editor

6. Enter Template information

7. Select F8. Input to verify the Template looks correct and no errors occur

8. Select Ok to save the Template

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=2_4_9_forms_and_templates

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When selecting No using the Enter key on the Back order All low qty parts dialog, the display on the converted Work order is unusable and must be exited in order to continue

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Estimates tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a stocking part with qty

7. Exit the Estimate

8. Select F6. Options

9. Select C. Convert

10. Select Ok on the Convert details popup

    1. Do not change any details

11. Using the keyboard, press enter to select NO to the dialog message that states "Would you like to backorder all low quantity items?"

    1. Verify when the Work Order is shown, the Parts view is shown and not the Unit# entry view

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=importing_or_converting_estimate

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When using Ctrl+F5 to remove ALL items from an order, we are being prompted to place Fee items into Inventory or onto a Return PO (Feature 2,2 ON)

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features<

5. Enter 2,2 in the Search field and verify it is active

   1. If not active, select the checkbox to active the feature

6. Select Ok to exit features

7. Select X. Esc Exit

8. Select Yes to Save changes

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Sales Order tab

4. Select F2. New Order

5. Select Enter Customer account number

6. In the Input field, enter a Part number with an attached Fee

7. Select Ctrl+F5

8. Select Yes to the dialog that states "Delete all items from XXXXX XXXXXX Order#XXXX?"

   1. Verify the items are deleted and no prompt is shown to place the Fee back into inventory or onto a return PO

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• 2,2: Prompt for Non-Stock Items to go back to Inventory/Purchase order

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=move___copy___create_new_order

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_2_orders

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When a search is done in the Main store inventory for a part that only exists in a Branch/MSTORE, if the F9. Refresh button is selected, an error occurs

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing only required if Branching is used; Otherwise, no testing is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Enter a Part number that only exists in a Branch location and not the Main location

5. When the Branch window is shown, select F9. Refresh

   1. Verify no error occurs

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Branching: Please Contact Pluss Sales Department for more Information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=branch_setup_and_use

APPLICATION: PTM Vision/Inventory/Price File

PROBLEM SUMMARY:  Fees button should not be visible when in the Price file

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Exit the Search entry dialog in order to view the list of all Inventory items

5. Select F9. Inv/Pri

6. Select a part from the Price file list

   1. Verify the Fees button is not shown

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_9_b_how_to_apply_fees_from_inventory

APPLICATION: PTM Vision/Utilities/System Features

PROBLEM SUMMARY:  System Setup: Starting Account Field has been moved to Features and Password Protected

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select C. Invoice #/Workorder #/P.O. #/Interest %/Shop Rate/Discount

   1. Verify the Starting Account field has been removed

5. Select Ok to Exit the Starting Number setup

6. Select Ok to the next dialog

7. Select X. Esc Exit

8. Select Yes to the dialog that states "Would you like to save all changes?"

9. Select U. Utilities

10. Select J. System Setup

11. Q. System Features

12. In the Search field, enter Starting

13. Locate the feature m.QNACCT - Starting Customer Account

    1. Verify the Starting Customer account that previously existed in the U/J/C area is now shown in the feature

    2. Verify selecting the feature prompts for a Master password

    3. Note: This is the Tech only password and is only accessible by PTM Vision Technical Support

14. Select Ok to exit the password dialog

15. Select Ok to exit Vision Features

16. Select X. Esc Exit

17. Select Yes to the dialog that states "Would you like to save all changes?"

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• m.QNACCT - Starting Customer Account

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=order_number_setup

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Itrans report needs to round to 2 decimal places on the Variance column

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and select a Part with Quantity in stock

4. Select the Qty button locate above the Qty field

   1. Verify the Variance column total has been expanded to 2 decimal places

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=inventory_transaction_report

APPLICATION: PTM Vision/Branch Syncing

PROBLEM SUMMARY:  Branching: Field Validation for Branch Syncing

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing only required if using Branching within PTM Vision; Otherwise, no testing is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision from the Branch Store

2. Select V. Vendors

3. Select F10. Search and access a Vendor

4. Select F4. Edit twice - Verify no errors occur

5. Exit the Vendor file

6. Access PTM Vision from the Main Store

   1. Verify no error occurs when the Main store is opened

7. Access PTM Vision from the Branch Store

8. Select O. Open orders

9. Select the Work Orders tab

10. Select F2. New

11. Enter Customer account information

12. In the Input field, enter a Part with Quantity in stock

13. Select F6. Options

14. Select C. Deposit Utility

15. Select A. Create Deposit

16. Enter a Memo, Amount and select a Payment type

17. Exit the Work order

18. Access PTM Vision from the Main Store

    1. Verify no error occurs when the Main store is opened

19. Select C. Customer file

20. Select F8. Ar

21. Select F3. Find and type in the Customer used to create the order

    1. Verify the Deposit record created in the Branch is shown in the Main store

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• PTM Vision Branching: Please Contact Pluss Sales Department for more Information

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=using_branches

APPLICATION: PTM Vision/Open Orders and Time Clock

PROBLEM SUMMARY:  Deleted time entries are not showing in the TIMELOG.TXT when they should be

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

****From a Work Order****

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a Labor operation

7. Enter Hrs, if needed

8. Select F4. Edit

9. Line up on the Time record and select F5. Delete

10. Select Yes to the dialog that states "Are you sure that you want to delete this time entry?"

    1. Access the Vision directory and locate the timelog.txt file

       1. Verify the Deleted time record has been logged

****From Time Clock****

1. Access PTM Vision

2. Select File/Time Clock

3. Select a Tech from the list by clicking on the name in the Tech list

4. Select a Work order from the list by clicking on the Folder icon

5. Log in to a Labor operation by selecting the Folder icon on the far left of the Labor operation

6. Select Yes to the dialog that states "Would you like tech X to log in?"

7. Click the Delete Time button to activate

8. Click on the time entry you like to delete

9. Select Yes to the dialog that states "Are you sure you want to delete Time for XXXX?

   1. Access the Vision directory and locate the timelog.txt file

      1. Verify the Deleted time record has been logged

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Time Clock System

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_8_timelock___time

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  CC-Fee is being applied to the GST when feature is off to not charge tax on the CC-Fee

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

***Testing only required if using the GST/PST Tax features; otherwise, no testing is required***

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Set the Terms of the order to Cash-CC

   1. Note: If the order is not set to the Terms of Cash-CC, the CC fee is not shown directly on the order; The CC-Fee is still charged, but not until the end of the sale  and only if the sales is charged to a Credit card

6. In the Input field, enter a Labor operation and an Inventory part

   1. Verify the Totals at the bottom are correct and the CC-Fee has not been applied against the Sales tax

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• QGST: GST Tax (Canada) Tax %

• 5,45: Credit Card Fee: Charge Fee on Total Including Sales Tax

• 5,46: Credit Card Fee: Do Not Charge Sales Tax on Credit Card Fee

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=gst_pst_and_hst_canadian_tax_setup